February 2024: News from LIAFPN members!

We’ve gathered the best insights from our members to share with you each month. Get to know your peers, and get the latest news directly from these industry insiders! Lawrence Scherer, Esq., CPA, LL.M. Taxation Elder Law – ABLE Accounts ABLE accounts serve as an important savings option for people with disabilities who wish to remain eligible for government assistance. These accounts provide people with disabilities the ability to save […]

January 2024: News from LIAFPN members!

We’ve gathered the best insights from our members to share with you each month. Get to know your peers, and get the latest news directly from these industry insiders!   Philip H. Kanyuk CPA/CFF/ABV, ASA Does Your Business Have Value? Many business owners believe that their business ownership represents their most valuable asset and that the value can be recognized in short order once the owner decides to retire and […]

2024 Retirement Planning Guide

The newest edition of W&S Financial Group’s popular Retirement Planning Guide is here. It’s your go-to for contribution limits, eligibility requirements, tax aspects, target markets and more.   Seize this opportunity to elevate your retirement strategy – click Get Guide now to access your copy of the guide and take the first step towards a financially robust retirement.   Get Guide

Tax Advantages of Purchasing a Long-Term Care Policy

Brought to you by Mutual of Omaha   In the ongoing debate over choosing between a stand-alone long-term care insurance policy or a hybrid option, we want to draw your attention to a compelling advantage that may sway your decision—tax deductions. For businesses, especially, this can be a game-changer with the allure of tax-free benefits. Consider the tax advantages available to business owners based on their tax structure: For Self-Employed Business […]